Draggoo Financial Group

The financial services industry has never been short of options. From sleek digital platforms to established advisory firms, entrepreneurs encounter a steady stream of promises about smarter returns and secure futures. Still, the experience often feels incomplete, with conversations focused on portfolios instead of people. The missing element is a genuine connection, where values and ambitions matter as much as financial assets.

Braden Draggoo, the founder of Draggoo Financial Group, addresses the industry’s missing element of connection by approaching clients not merely as an advisor, but as a fellow entrepreneur partnering with other visionaries. His role is more akin to that of a coach, a builder, or even a mechanic.

“I’m in the people business and this requires the deepest form of connectivity,” he says. “When dealing with people, financial expertise and money management are the baseline. Entrepreneurs and business owners need advisors who think in terms of vision, expansion, and legacy.”

This, he says, changes outcomes dramatically. Aligning with someone who shares an entrepreneurial mindset creates a wealth trajectory that is both higher and more enduring. This philosophy is anchored in five core values—faith, fitness, finance, fun, and family—that guide every client relationship. Draggoo focuses on holistic growth, ensuring that clients’ ambitions, values, and strategies are fully aligned to achieve a meaningful and long-term impact.

The Framework for Meaningful Engagement

Draggoo Financial Group developed its own framework called CLEAR to bring this philosophy to life.

CLEAR stands for clarity, learning, execution, alignment and relationship. The process begins with clarity, where in-depth conversations uncover client needs and aspirations, transcending conventional assessments. These clarity meetings incorporate Draggoo’s five core values to gain a holistic understanding of the client’s life, focusing on meaningful issues rather than just dollars and cents.

Once their individual needs are articulated, clients embark on an insightful journey of financial learning. By identifying whether they are advancing or stagnating in their learning, Draggoo Financial Group emphasizes educating clients on the values and behaviors that drive entrepreneurial wealth-building through strategic investments. This step precedes execution, equipping clients with the knowledge to strengthen their financial decision-making, relationships and overall well-being.

The firm helps clients navigate the complexities of execution by clarifying the timing, rationale and approach for taking action across all facets of their lives. And, alignment remains an ongoing and dynamic process. As clients evolve, their financial strategies and life priorities must be regularly recalibrated to reflect their changing needs. Draggoo emphasizes the importance of regular realignment sessions to ensure that financial portfolios and life goals remain in harmony over time. At the heart of it all is the indispensable pillar of relationship, which drives trust, connectivity, and the long-term trajectory of each client’s wealth.

Cultivating these relationships accounts for roughly 80 percent of the company's strategy that enables transformative outcomes. One such outcome is observed in a long-term client who started with a $4 million net worth. Their debt-first mindset and a passive, “bucket-style” approach to money limited their potential. Over the course of 12 years, by aligning investments with purpose, leveraging tax strategies, and actively pursuing economic freedom, the client’s net worth grew to between $75 million and $ 100 million. This growth represents more than just an increase in net worth. It also reflects a profound shift in mindset, behaviors, and overall life strategy—key elements of Draggoo’s entrepreneurial, values-driven methodology.

For many individuals and entrepreneurs, navigating today’s volatile financial markets means gaining not just expert financial guidance but a transformative partnership that elevates both life and wealth. At Draggoo Financial Group, this alignment of values and vision, combined with an actionable strategy, drives exceptional outcomes and sustainable growth that extends beyond traditional financial planning.

Braden Draggoo is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Draggoo Financial Group is independently owned and operated from Eagle Strategies LLC and its affiliates and does not provide tax, legal or accounting advice.